Carl
Friedrich
Fcci Consulting, LLC
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About this Advisor
Carl Friedrich is a certified financial planner and chartered financial analyst who works in Melville, New York with a total of 2 years of relevant experience. Friedrich is currently employed by Fcci Consulting, LLC. Throughout their career, Friedrich has worked at Fcci Consulting, LLC, Excelsior Investment Advisors, LLC, Fce Group and Piermont Wealth Management. Friedrich has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Fcci Consulting, LLC is a financial advisory company based in Melville, NY. It has $175 million in assets under management among its three client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm offers a set of services, including portfolio management for pooled investment vehicles and selection of other advisers. Financial management fee schedules typically depend on which service is offered. However, fees billed by Fcci Consulting, LLC may include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fcci Consulting, LLC Brokerage Details
$174,751,115
4
3
$58,250,372
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Carl Friedrich Work History
Carl has been registered as a financial advisor for 2 years.*
Excelsior Investment Advisors, LLC
Fcci Consulting, LLC
Fce Group
Piermont Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carl Friedrich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fcci Consulting, LLC
Melville, NY
Melville, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
